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Resources from past events

Access resources from past personal financial planning events.

Step on or step up the property ladder – Mortgages unwrapped

2 April 2020

Jatin Patel, Kinnison Limited, has once again teamed up with ICAEW's Personal Financial Planning Community to bring you another popular webinar. The aim of this webinar is to help you understand how to prepare and apply for the right mortgage for your personal circumstances.

Budget Update from Prudential UK

18 March 2020

Prudential's technical managers have analysed the budget and will give you a detailed analysis on this webinar of the key points as it affects personal financial advice.

Passing your wealth to the next generation: the power of gifting

03 March 2020

The session covered tax efficient options to factor into your financial plans and the benefits of gifting early.

Investment risk and retirement income – the silent assassin

5 December 2019

This webinar looked at annuity or pension drawdown and the challenges investment risk and volatility presents to securing a sustainable retirement income.

Property Investing Conference 2019

2 December 2019

ICAEW’s one day Property Investing Conference will help you to understand the financial, taxation and legal issue of investing in property at home and abroad.

Managing your wealth in a period of uncertainty

26 November 2019

Download the slides to ICAEW and Netwealth’s interactive, one-hour webinar as we explore how to protect your savings and investments in disruptive political and market environments.

Neuroplasticity and the growth mindset - CABA

21 November 2019

Understanding what motivates you and how those drivers can be channelled to help build more productive relationships.

Buying a Property Overseas

19 November 2019

Listen to ICAEW and Blevins Franks to learn how to avoid such common pitfalls when investing, or thinking of investing, in France, Portugal and Spain.

Buy to let is dead! Long live buy to let

7 November 2019

In this webinar, ICAEW content partner Jatin Patel, Founding Partner of Kinnison Limited, looked in detail at the implications on the financing needs of landlords and how they can evolve amid these changes. Jatin was joined by facilitator John Gaskell, Head of Personal Financial Planning at ICAEW.

Retirement planning workshop

25 September 2019

Highly-practical workshop where you will learn more about the tools you can use to make the right financial decisions for you and your loved ones.

Introduction to Will Drafting

25 March, 27 June and 28 October 2019

This course is designed as an introduction to will drafting or a taster course for accountants considering offering will drafting as a service. Will drafting is often straightforward, but as always there are pitfalls.

Retirement Planning Workshop

13 June 2019

You will acquire top tips from industry professionals about the latest innovative pension drawdowns, different investment strategies and financial modelling to help you manage cash flows efficiently and boost your net income after tax.

Wills and Inheritance Tax Planning

07 May 2019

This practical seminar will help you make the most of your assets, so you can gain peace of mind that your Will has been structured properly and you are minimising the impact of Inheritance Tax.

Retirement Planning Workshop

18 March 2019

This workshop will help you get answers to the fundamental questions: Do I have enough to retire on? How do I organise my affairs to meet my retirement goals? How can I pass on my wealth to the people and causes I care about?

Retirement planning workshop

25 January 2019

Learn more about the tools you can use to make the right financial decisions for you and your loved ones and acquire top tips from industry professionals about the latest innovative pension drawdowns, different investment strategies and financial modelling to help you manage cash flows efficiently and boost your net income after tax.

Property Investing Conference

10 December 2018

This conference is designed to appeal to delegates that have a personal or family interest in the subject areas and / or with clients needing advice in this important sector of the professional advice market. The event represents part of ICAEW’s on-going programme of delivering more support in the area of personal financial and investment planning.